To create a Shipping calendar we will use X3 calendar functionality.The shipping calendar will help us with delivery tracking. Specially it will be helpful for sales and warehouse teams. For creation of “Shipping calendar” we are going to use SORDER and BPCARRIER table’s. Step 1: Go to Setup>Usage>Reports>Graphical query tool. Create new query Fig: Graphical… Read More: Creation of Shipping Calendar to display on dashboard »
In Sage X3, we often come across some standard messages for which we want to track back its local menu chapter for either reusing purposes or data fetching. In Sage X3 this can be done very efficiently using the Message search utility. To know more about this, we’ll show a small example of how we… Read More: Identifying local menu data from message in Sage X3 »
Sometimes we come across situations in Sage X3, where after creating a custom screen, you decide to create a separate menu item for that screen (as per client requirement or any other needs) and attach that particular menu item to the menu tree as per the respective & required module. But most of the time… Read More: How to validate menu item »
A menu profile code does not define access rights but only a navigation tree structure. The latter are defined by the function profile code as well as by some additional parameters of the user record. Once we have done with installation of X3, we have to create the User first and for that User we… Read More: Add Menu Profile in Sage ERP X3 »
You can set permissions for users on menu. These setting grant or deny access to the menu. You can use this by completing the following steps: New Stuff: GUMU Sage ERP X3 Integration with new Sage CRM v7.3 Navigate to: Setup > Users > Menu profile. Select the menu profile for which you want to… Read More: Control user acess to menu in Sage ERP X3 »
While working on a project, we came across a situation where we wanted to run our code without making any entry on the screen. After looking at some validation screens of Sage ERP X3, we found one setting for creating a function without screen. New Stuff: Change date format of the current folder in Sage ERP X3… Read More: Create functions without screens in Sage ERP X3 »
Our first blog post on Sage ERP X3 version 7 and we have an interesting article to begin with: Our experience at adding function menu on the menu tree of version 7. Our GUMU™ Integration Solution: GUMU™ for Sage CRM – Sage ERP X3 Integration ~real-time, bi-directional, multi-folder We created a function as we do in… Read More: Adding Menu Items in Sage ERP X3 Version 7 »
While working on one of my customization, I needed to add a menu on the X3 menu bar. Though I added a new menu item on menu bar but when I tried to open the newly added screen, I found that the new menu was disabled. I tried to enable the menu from many different… Read More: How to set up visible list in the menu bar? »
User Menu Profile in Sage X3 allows a user to create a menu tree structure to access the various functions of the X3 based on two additional setups: Profile Type and Start Menu Also Read: Adding new option/Button in Menus in Sage X3 Parameters -> Users -> Menu Profile (GESAPN) User Menu Profile: This is… Read More: Create Menu Tree Structure in Sage X3 »
We usually need to introduce different new menus or buttons within the X3 top menus. This menu may be calling a new screen which will be designed in Sage X3. Once we are done with the screen part we will add a Menu under the Buttons/Menu tab of the window screen. This Menu will call… Read More: Adding new option/Button in Menus in Sage X3 »
